Hamilton Beach Brands Ownership 2024 | Who Owns Hamilton Beach Brands Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

31.96%

Insider Ownership

37.17%

Retail Ownership

30.87%

Institutional Holders

75.00

Hamilton Beach Brands Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
AMERIPRISE FINANCIAL INC5.05%0.00%708,2361,5570.22%17,252,629Mar 31, 2024
VANGUARD GROUP INC2.91%0.00%408,655-51,307-11.15%9,954,836Mar 31, 2024
PACIFIC RIDGE CAPITAL PARTNERS, LLC2.72%2.04%382,251-19,551-4.87%9,311,634Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP2.46%0.00%345,814-6,470-1.84%8,424,029Mar 31, 2024
THIRD AVENUE MANAGEMENT LLC2.26%1.23%317,313-140,264-30.65%7,729,745Mar 31, 2024
BLACKROCK INC.1.35%0.00%189,759-3,996-2.06%4,622,535Mar 31, 2024
MILLENNIUM MANAGEMENT LLC1.18%0.00%165,641105,152173.84%4,035,015Mar 31, 2024
NORTH STAR INVESTMENT MANAGEMENT CORP.1.08%0.26%152,051--3,703,962Mar 31, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.0.80%0.22%112,90032,00039.55%2,750,244Mar 31, 2024
JANE STREET GROUP, LLC0.73%0.00%102,24461,561151.32%2,490,664Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC0.64%0.01%90,04256,345167.21%2,188,000Mar 31, 2024
AZARIAS CAPITAL MANAGEMENT, L.P.0.63%0.91%88,611-62,443-41.34%2,158,564Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.56%0.00%78,69778,697100.00%1,917,059Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC0.55%0.00%76,7951,5792.10%1,871,218Mar 31, 2024
O'SHAUGHNESSY ASSET MANAGEMENT, LLC0.49%0.02%68,18340,474146.07%1,660,946,000Mar 31, 2024
BANK OF NEW YORK MELLON CORP0.48%0.00%68,035-1,952-2.79%1,657,331Mar 31, 2024
CURBSTONE FINANCIAL MANAGEMENT CORP0.48%0.36%67,646--1,647,857Mar 31, 2024
MORK CAPITAL MANAGEMENT, LLC0.43%1.10%60,000--1,461,600Mar 31, 2024
AMERICAN CENTURY COMPANIES INC0.42%0.00%58,62942,328259.67%1,428,202Mar 31, 2024
GOLDMAN SACHS GROUP INC0.37%0.00%51,71240,622366.29%1,259,704Mar 31, 2024

Hamilton Beach Brands's largest institutional shareholder is AMERIPRISE FINANCIAL INC, holding 5.05% of the company's total share outstanding, currently valued at $17.25M. The top 10 institutional shareholders own together 20.55% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PACIFIC RIDGE CAPITAL PARTNERS, LLC2.72%2.04%382,251-19,551-4.87%9,311,634Mar 31, 2024
THIRD AVENUE MANAGEMENT LLC2.26%1.23%317,313-140,264-30.65%7,729,745Mar 31, 2024
MORK CAPITAL MANAGEMENT, LLC0.43%1.10%60,000--1,461,600Mar 31, 2024
AZARIAS CAPITAL MANAGEMENT, L.P.0.63%0.91%88,611-62,443-41.34%2,158,564Mar 31, 2024
CURBSTONE FINANCIAL MANAGEMENT CORP0.48%0.36%67,646--1,647,857Mar 31, 2024
NORTH STAR INVESTMENT MANAGEMENT CORP.1.08%0.26%152,051--3,703,962Mar 31, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.0.80%0.22%112,90032,00039.55%2,750,244Mar 31, 2024
DENALI ADVISORS LLC0.16%0.16%22,5007,50050.00%548,100Mar 31, 2024
EAM INVESTORS, LLC0.24%0.13%33,462-10,627-24.10%815,134Mar 31, 2024
COVESTOR LTD0.06%0.12%7,812--190,000Mar 31, 2024
PARKWOOD LLC0.35%0.11%49,79049,790100.00%1,213,000Mar 31, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.07%0.06%9,6139,613100.00%234,173Mar 31, 2024
RBF CAPITAL, LLC0.24%0.04%33,000--803,880Mar 31, 2024
MARATHON TRADING INVESTMENT MANAGEMENT LLC0.12%0.03%16,21916,219100.00%395,095Mar 31, 2024
RITHOLTZ WEALTH MANAGEMENT0.21%0.02%29,52717,545146.43%719,270Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.34%0.02%47,4846,18414.97%1,156,710Mar 31, 2024
ANCORA ADVISORS, LLC0.28%0.02%39,622-70,050-63.87%965,192,000Mar 31, 2024
O'SHAUGHNESSY ASSET MANAGEMENT, LLC0.49%0.02%68,18340,474146.07%1,660,946,000Mar 31, 2024
JUMP FINANCIAL, LLC0.09%0.01%13,31213,312100.00%324,281Mar 31, 2024
CRESTWOOD ADVISORS GROUP LLC0.11%0.01%15,400--375,144Mar 31, 2024

The largest Hamilton Beach Brands shareholder by % of total assets is PACIFIC RIDGE CAPITAL PARTNERS, LLC. The company owns 382.25K shares of Hamilton Beach Brands (HBB), representing 2.04% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MILLENNIUM MANAGEMENT LLC1.18%0.00%165,641105,152173.84%4,035,015Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.56%0.00%78,69778,697100.00%1,917,059Mar 31, 2024
JANE STREET GROUP, LLC0.73%0.00%102,24461,561151.32%2,490,664Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC0.64%0.01%90,04256,345167.21%2,188,000Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.36%0.00%50,50750,507100.00%1,230,000Mar 31, 2024
PARKWOOD LLC0.35%0.11%49,79049,790100.00%1,213,000Mar 31, 2024
AMERICAN CENTURY COMPANIES INC0.42%0.00%58,62942,328259.67%1,428,202Mar 31, 2024
JANNEY MONTGOMERY SCOTT LLC0.29%0.00%40,80340,803100.00%994,000Mar 31, 2024
GOLDMAN SACHS GROUP INC0.37%0.00%51,71240,622366.29%1,259,704Mar 31, 2024
O'SHAUGHNESSY ASSET MANAGEMENT, LLC0.49%0.02%68,18340,474146.07%1,660,946,000Mar 31, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.0.80%0.22%112,90032,00039.55%2,750,244Mar 31, 2024
MARSHALL WACE, LLP0.21%0.00%29,65329,653100.00%722,346Mar 31, 2024
CWM, LLC0.16%0.00%22,35622,356100.00%545,000Mar 31, 2024
RITHOLTZ WEALTH MANAGEMENT0.21%0.02%29,52717,545146.43%719,270Mar 31, 2024
HRT FINANCIAL LP0.12%0.00%17,12517,125100.00%417,000Mar 31, 2024
MARATHON TRADING INVESTMENT MANAGEMENT LLC0.12%0.03%16,21916,219100.00%395,095Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.11%0.00%15,95215,952100.00%388,591Mar 31, 2024
JUMP FINANCIAL, LLC0.09%0.01%13,31213,312100.00%324,281Mar 31, 2024
CITADEL ADVISORS LLC0.08%0.00%11,08511,085100.00%270,031Mar 31, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP0.08%0.00%10,62510,625100.00%258,825Mar 31, 2024

As of Mar 31 2024, Hamilton Beach Brands's largest institutional buyer is MILLENNIUM MANAGEMENT LLC. The company purchased 105.15K stocks of HBB, valued at $4.04M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
THIRD AVENUE MANAGEMENT LLC2.26%1.23%317,313-140,264-30.65%7,729,745Mar 31, 2024
ANCORA ADVISORS, LLC0.28%0.02%39,622-70,050-63.87%965,192,000Mar 31, 2024
AZARIAS CAPITAL MANAGEMENT, L.P.0.63%0.91%88,611-62,443-41.34%2,158,564Mar 31, 2024
VANGUARD GROUP INC2.91%0.00%408,655-51,307-11.15%9,954,836Mar 31, 2024
PACIFIC RIDGE CAPITAL PARTNERS, LLC2.72%2.04%382,251-19,551-4.87%9,311,634Mar 31, 2024
683 CAPITAL MANAGEMENT, LLC----15,143-100.00%-Mar 31, 2024
EAM INVESTORS, LLC0.24%0.13%33,462-10,627-24.10%815,134Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.0.07%0.00%10,415-10,275-49.66%253,709Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.14%0.00%19,000-8,692-31.39%463,000Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP2.46%0.00%345,814-6,470-1.84%8,424,029Mar 31, 2024
BANK OF AMERICA CORP /DE/0.12%-17,043-5,236-23.50%415,168,000Mar 31, 2024
BLACKROCK INC.1.35%0.00%189,759-3,996-2.06%4,622,535Mar 31, 2024
JPMORGAN CHASE & CO0.08%-11,133-3,221-22.44%271,199Mar 31, 2024
BANK OF NEW YORK MELLON CORP0.48%0.00%68,035-1,952-2.79%1,657,331Mar 31, 2024
BARCLAYS PLC0.10%0.00%13,998-891-5.98%341,000Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.00%0.00%142-845-85.61%3,459Mar 31, 2024
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO--1-522-99.81%21Mar 31, 2024
WHITTIER TRUST CO----150-100.00%-Mar 31, 2024
MORK CAPITAL MANAGEMENT, LLC0.43%1.10%60,000--1,461,600Mar 31, 2024
CURBSTONE FINANCIAL MANAGEMENT CORP0.48%0.36%67,646--1,647,857Mar 31, 2024

As of Mar 31 2024, Hamilton Beach Brands's biggest institutional seller is THIRD AVENUE MANAGEMENT LLC. The company sold -0.14M shares of HBB, valued at $7.73M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.56%0.00%78,69778,697100.00%1,917,059Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.36%0.00%50,50750,507100.00%1,230,000Mar 31, 2024
PARKWOOD LLC0.35%0.11%49,79049,790100.00%1,213,000Mar 31, 2024
JANNEY MONTGOMERY SCOTT LLC0.29%0.00%40,80340,803100.00%994,000Mar 31, 2024
MARSHALL WACE, LLP0.21%0.00%29,65329,653100.00%722,346Mar 31, 2024
CWM, LLC0.16%0.00%22,35622,356100.00%545,000Mar 31, 2024
HRT FINANCIAL LP0.12%0.00%17,12517,125100.00%417,000Mar 31, 2024
MARATHON TRADING INVESTMENT MANAGEMENT LLC0.12%0.03%16,21916,219100.00%395,095Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.11%0.00%15,95215,952100.00%388,591Mar 31, 2024
JUMP FINANCIAL, LLC0.09%0.01%13,31213,312100.00%324,281Mar 31, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP0.08%0.00%10,62510,625100.00%258,825Mar 31, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.07%0.06%9,6139,613100.00%234,173Mar 31, 2024
JOHNSON INVESTMENT COUNSEL INC0.07%0.00%9,2629,262100.00%225,622Mar 31, 2024
PARALLEL ADVISORS, LLC0.01%0.00%1,3601,360100.00%33,130,000Mar 31, 2024
MACQUARIE GROUP LTD0.00%-257257100.00%6Mar 31, 2024
COMERICA BANK0.00%-164164100.00%3,995,000Mar 31, 2024

Hamilton Beach Brands's largest new institutional shareholder by number of shares is SUSQUEHANNA INTERNATIONAL GROUP, LLP, purchased 78.70K shares, valued at $1.92M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
683 CAPITAL MANAGEMENT, LLC----15,143-100.00%-Mar 31, 2024
WHITTIER TRUST CO----150-100.00%-Mar 31, 2024

Hamilton Beach Brands's largest sold out institutional shareholder by shares sold is 683 CAPITAL MANAGEMENT, LLC, sold -15.14K shares, valued at -, as of undefined.

Hamilton Beach Brands Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
CORNERCAP GROUP OF FUNDS /VA/0.18%12,850--Sep 30, 2022
THIRD AVENUE TRUST0.08%456,257-106,227-18.89%Jan 31, 2024
BRIDGEWAY FUNDS INC0.02%40,00022,000122.22%Dec 29, 2023
HUSSMAN INVESTMENT TRUST0.01%52,000--Dec 31, 2023
UNIFIED SERIES TRUST0.01%57,624--Feb 29, 2024
AMG Funds I0.01%11,591--Jan 31, 2024
Vericimetry Funds0.01%780--Dec 31, 2023
PROFESSIONALLY MANAGED PORTFOLIOS0.00%16,000--Feb 29, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.00%1,206--Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.00%1,084--Dec 31, 2023
QUANTITATIVE MASTER SERIES LLC0.00%10,779--Dec 31, 2023
TIAA SEPARATE ACCOUNT VA 10.00%364--Dec 31, 2023
RBB FUND, INC.0.00%130,070--Feb 29, 2024
VANGUARD INDEX FUNDS0.00%550,924106,58923.99%Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED FUND0.00%10,917--Dec 31, 2023
CLEARWATER INVESTMENT TRUST0.00%8,333--Dec 29, 2023
DIMENSIONAL INVESTMENT GROUP INC0.00%10,413--Jan 31, 2024
HOTCHKIS & WILEY FUNDS /DE/0.00%8,200--Dec 31, 2023
JNL VARIABLE FUND LLC0.00%3,259--Mar 31, 2020
COLUMBIA FUNDS VARIABLE INSURANCE TRUST0.00%185,308-1,067-0.57%Dec 31, 2023
AMERICAN CENTURY ETF TRUST0.00%39,12738,4355554.19%Feb 29, 2024
FIDELITY CONCORD STREET TRUST0.00%69,7336,2709.88%Feb 29, 2024
GPS Funds I0.00%1,654--Dec 31, 2023
VANGUARD QUANTITATIVE FUNDS0.00%2,767--Dec 31, 2023
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%7,791--Dec 31, 2023
Nushares ETF Trust0.00%1,921--Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%263,82745,08620.61%Jan 31, 2024
Calvert Variable Products, Inc.0.00%584--Dec 31, 2023
INVESCO EXCHANGE-TRADED FUND TRUST0.00%16,064--Jan 31, 2024
Dimensional ETF Trust0.00%82,360--Jan 31, 2024
JPMORGAN INSURANCE TRUST0.00%2,300--Mar 31, 2023
SA FUNDS INVESTMENT TRUST0.00%2,000--Dec 31, 2023
RUSSELL INVESTMENT FUNDS0.00%8,416--Dec 31, 2023
MML Series Investment Fund II0.00%21,200--Dec 31, 2023
VALIC Co II0.00%3,700--Feb 28, 2021
SunAmerica Specialty Series0.00%56--Apr 30, 2021
Voya VARIABLE PORTFOLIOS INC0.00%3,295--Dec 31, 2023
Meeder Funds0.00%454--Mar 31, 2024
SEASONS SERIES TRUST0.00%1,928--Dec 31, 2023
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%342--Dec 31, 2023
RUSSELL INVESTMENT CO0.00%22,559--Jan 31, 2024
DFA INVESTMENT TRUST CO0.00%10,413--Jan 31, 2024
Voya INVESTORS TRUST0.00%3,000--Dec 31, 2023
RBC FUNDS TRUST0.00%4,500--Dec 29, 2023
TIAA-CREF LIFE FUNDS0.00%132--Dec 31, 2023
ALLSPRING MASTER TRUST0.00%2,457--Feb 29, 2024
WisdomTree Trust0.00%66,820--Feb 29, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%2,917--Dec 31, 2023
HC CAPITAL TRUST0.00%891--Dec 31, 2023
PACE SELECT ADVISORS TRUST0.00%9,165--Jan 31, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%4,882--Feb 29, 2024
FIDELITY SALEM STREET TRUST0.00%51,049--Feb 29, 2024
ProFunds0.00%159--Jan 31, 2024
RYDEX SERIES FUNDS0.00%71--Dec 31, 2023
T. Rowe Price Index Trust, Inc.0.00%272--Feb 29, 2024
Fidelity Rutland Square Trust II0.00%15,700--Feb 29, 2024
VANGUARD SCOTTSDALE FUNDS0.00%25,089--Feb 29, 2024
MAINSTAY VP FUNDS TRUST0.00%1,400--Dec 31, 2023
COLLEGE RETIREMENT EQUITIES FUND0.00%12,055--Dec 31, 2023
RYDEX DYNAMIC FUNDS0.00%39--Dec 31, 2023
VALIC Co I0.00%2,752--Feb 29, 2024
PGIM ETF TRUST0.00%530--Feb 29, 2024
Guggenheim Active Allocation Fund0.00%44--Feb 29, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%969--Dec 31, 2023
RYDEX VARIABLE TRUST0.00%8--Dec 31, 2023
NATIONWIDE MUTUAL FUNDS0.00%722-8,778-92.40%Jan 31, 2024
PENN SERIES FUNDS INC0.00%144--Dec 29, 2023
SEI INSTITUTIONAL MANAGED TRUST0.00%13,484--Dec 31, 2023
PROSHARES TRUST0.00%1,081--Feb 29, 2024
NORTHERN FUNDS0.00%2,865--Dec 29, 2023
TRUST FOR PROFESSIONAL MANAGERS0.00%933933-Feb 29, 2024
MORGAN STANLEY PATHWAY FUNDS0.00%302--Feb 29, 2024
SPDR INDEX SHARES FUNDS0.00%517--Dec 31, 2023
AMERICAN BEACON FUNDS0.00%10,246--Feb 29, 2024
Advisors' Inner Circle Fund II0.00%2,275--Jan 31, 2024
SUNAMERICA SERIES TRUST0.00%818--Jan 31, 2024
ADVANCED SERIES TRUST0.00%9,075--Dec 29, 2023
Franklin Templeton ETF Trust0.00%189--Dec 31, 2023
EQ ADVISORS TRUST0.00%1,486-119-7.41%Dec 31, 2023
WILSHIRE MUTUAL FUNDS INC0.00%389--Dec 31, 2023
iSHARES TRUST0.00%19,100--Feb 29, 2024
PACIFIC SELECT FUND0.00%3,367--Dec 31, 2023
SEI INSTITUTIONAL INVESTMENTS TRUST0.00%19,615--Feb 29, 2024
MASSMUTUAL SELECT FUNDS0.00%647--Dec 31, 2023
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%1,052--Dec 31, 2023
Bridge Builder Trust0.00%1,938--Dec 31, 2023
Advisors' Inner Circle Fund III0.00%4--Jan 31, 2024
BlackRock Variable Series Funds, Inc.0.00%1,018--Dec 31, 2023
PRINCIPAL FUNDS, INC.0.00%775--Feb 29, 2024

Hamilton Beach Brands's largest mutual fund holder by % of total assets is "CORNERCAP GROUP OF FUNDS /VA/", owning 12.85K shares, compromising 0.18% of its total assets.

Hamilton Beach Brands Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 247527.12%
31 Dec, 235918.00%
30 Sep, 23504.17%
30 Jun, 2348-2.04%
31 Mar, 23498.89%
31 Dec, 22459.76%
30 Sep, 2241-21.15%
30 Jun, 2252-17.46%
31 Mar, 22636.78%
31 Dec, 2159-1.67%
30 Sep, 2160-15.49%
30 Jun, 2171-5.33%
31 Mar, 2175-
31 Dec, 2075-5.06%
30 Sep, 207916.18%
30 Jun, 2068-6.85%
31 Mar, 2073-10.98%
31 Dec, 198212.33%
30 Sep, 19732.82%
30 Jun, 1971-5.33%
31 Mar, 19752.74%
31 Dec, 1873-2.67%
30 Sep, 1875-9.64%
30 Jun, 18839.21%
31 Mar, 1876-2.56%
31 Dec, 17781460.00%
30 Sep, 175-

As of 31 Mar 24, 75 institutions are holding Hamilton Beach Brands's shares, representing an increase of 27.12% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 244,485,37110.58%
31 Dec, 234,056,272-0.06%
30 Sep, 234,058,524-1.86%
30 Jun, 234,135,483-22.00%
31 Mar, 235,301,91214.20%
31 Dec, 224,642,50510.36%
30 Sep, 224,206,720-2.42%
30 Jun, 224,310,932-6.01%
31 Mar, 224,586,786-0.96%
31 Dec, 214,631,3385.91%
30 Sep, 214,372,775-5.63%
30 Jun, 214,633,5900.58%
31 Mar, 214,606,897-4.26%
31 Dec, 204,811,895-0.07%
30 Sep, 204,815,5061.98%
30 Jun, 204,721,811-5.32%
31 Mar, 204,986,866-3.77%
31 Dec, 195,182,16214.63%
30 Sep, 194,520,853-4.27%
30 Jun, 194,722,441-4.67%
31 Mar, 194,953,753-10.03%
31 Dec, 185,505,733-0.45%
30 Sep, 185,530,356-1.30%
30 Jun, 185,603,2425.39%
31 Mar, 185,316,8098.36%
31 Dec, 174,906,74610047.76%
30 Sep, 1748,353-

Hamilton Beach Brands (HBB) has 4.49M shares outstanding as of 31 Mar 24, up 10.58% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2431.96%3.82%
31 Dec, 2328.92%3.48%
30 Sep, 2328.82%3.34%
30 Jun, 2329.39%2.07%
31 Mar, 2337.67%3.41%
31 Dec, 2233.23%3.61%
30 Sep, 2230.33%3.23%
30 Jun, 2230.64%2.88%
31 Mar, 2232.62%2.93%
31 Dec, 2133.37%3.37%
30 Sep, 2131.49%2.82%
30 Jun, 2133.40%3.02%
31 Mar, 2133.25%2.68%
31 Dec, 2035.23%2.84%
30 Sep, 2035.23%2.94%
30 Jun, 2034.61%2.58%
31 Mar, 2036.60%2.55%
31 Dec, 1937.85%3.42%
30 Sep, 1933.29%2.85%
30 Jun, 1934.19%2.65%
31 Mar, 1935.93%2.22%
31 Dec, 1840.19%2.47%
30 Sep, 1840.36%2.41%
30 Jun, 1840.91%2.71%
31 Mar, 1838.86%3.02%
31 Dec, 1735.89%28698.42%
30 Sep, 170.35%-

As of 31 Mar 24, Hamilton Beach Brands is held by 31.96% institutional shareholders, representing a 3.82% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 244216.67%
31 Dec, 233680.00%
30 Sep, 232025.00%
30 Jun, 23166.67%
31 Mar, 231515.38%
31 Dec, 221344.44%
30 Sep, 229-55.00%
30 Jun, 2220-9.09%
31 Mar, 2222-18.52%
31 Dec, 212780.00%
30 Sep, 2115-28.57%
30 Jun, 2121-34.38%
31 Mar, 21323.23%
31 Dec, 2031-11.43%
30 Sep, 203525.00%
30 Jun, 202816.67%
31 Mar, 2024-40.00%
31 Dec, 194029.03%
30 Sep, 1931-8.82%
30 Jun, 19349.68%
31 Mar, 19316.90%
31 Dec, 1829-9.38%
30 Sep, 1832-20.00%
30 Jun, 1840-
31 Mar, 1840-48.05%
31 Dec, 17771440.00%
30 Sep, 175-

42 institutional shareholders have increased their position in HBB stock as of 31 Mar 24 compared to 36 in the previous quarter (a 16.67% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 2416220.00%
31 Dec, 235-50.00%
30 Sep, 2310-33.33%
30 Jun, 231515.38%
31 Mar, 2313-13.33%
31 Dec, 2215-
30 Sep, 2215-21.05%
30 Jun, 2219-26.92%
31 Mar, 222652.94%
31 Dec, 2117-39.29%
30 Sep, 2128-12.50%
30 Jun, 213223.08%
31 Mar, 21268.33%
31 Dec, 2024-27.27%
30 Sep, 203337.50%
30 Jun, 2024-25.00%
31 Mar, 203260.00%
31 Dec, 1920-4.76%
30 Sep, 192110.53%
30 Jun, 1919-26.92%
31 Mar, 19264.00%
31 Dec, 182513.64%
30 Sep, 1822-15.38%
30 Jun, 182630.00%
31 Mar, 18201900.00%
31 Dec, 171-
30 Sep, 17--

16 institutional shareholders have reduced their position in HBB stock as of 31 Mar 24 compared to 5 in the previous quarter (a 220.00% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 247527.12%4,485,37110.58%31.96%3.82%4216.67%16220.00%
31 Dec, 235918.00%4,056,272-0.06%28.92%3.48%3680.00%5-50.00%
30 Sep, 23504.17%4,058,524-1.86%28.82%3.34%2025.00%10-33.33%
30 Jun, 2348-2.04%4,135,483-22.00%29.39%2.07%166.67%1515.38%
31 Mar, 23498.89%5,301,91214.20%37.67%3.41%1515.38%13-13.33%
31 Dec, 22459.76%4,642,50510.36%33.23%3.61%1344.44%15-
30 Sep, 2241-21.15%4,206,720-2.42%30.33%3.23%9-55.00%15-21.05%
30 Jun, 2252-17.46%4,310,932-6.01%30.64%2.88%20-9.09%19-26.92%
31 Mar, 22636.78%4,586,786-0.96%32.62%2.93%22-18.52%2652.94%
31 Dec, 2159-1.67%4,631,3385.91%33.37%3.37%2780.00%17-39.29%
30 Sep, 2160-15.49%4,372,775-5.63%31.49%2.82%15-28.57%28-12.50%
30 Jun, 2171-5.33%4,633,5900.58%33.40%3.02%21-34.38%3223.08%
31 Mar, 2175-4,606,897-4.26%33.25%2.68%323.23%268.33%
31 Dec, 2075-5.06%4,811,895-0.07%35.23%2.84%31-11.43%24-27.27%
30 Sep, 207916.18%4,815,5061.98%35.23%2.94%3525.00%3337.50%
30 Jun, 2068-6.85%4,721,811-5.32%34.61%2.58%2816.67%24-25.00%
31 Mar, 2073-10.98%4,986,866-3.77%36.60%2.55%24-40.00%3260.00%
31 Dec, 198212.33%5,182,16214.63%37.85%3.42%4029.03%20-4.76%
30 Sep, 19732.82%4,520,853-4.27%33.29%2.85%31-8.82%2110.53%
30 Jun, 1971-5.33%4,722,441-4.67%34.19%2.65%349.68%19-26.92%
31 Mar, 19752.74%4,953,753-10.03%35.93%2.22%316.90%264.00%
31 Dec, 1873-2.67%5,505,733-0.45%40.19%2.47%29-9.38%2513.64%
30 Sep, 1875-9.64%5,530,356-1.30%40.36%2.41%32-20.00%22-15.38%
30 Jun, 18839.21%5,603,2425.39%40.91%2.71%40-2630.00%
31 Mar, 1876-2.56%5,316,8098.36%38.86%3.02%40-48.05%201900.00%
31 Dec, 17781460.00%4,906,74610047.76%35.89%28698.42%771440.00%1-
30 Sep, 175-48,353-0.35%-5---

Hamilton Beach Brands Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 03, 2024WILLIAMS DAVID Bother Member of a GroupA-AwardBuy1,405--193,703
Apr 03, 2024WILLIAMS CLARA Rdirector, other Member of a GroupA-AwardBuy1,405--193,703
Apr 03, 2024RATNER JAMES Adirector-A-AwardBuy1,405--58,903
Apr 03, 2024RANKIN CORBINother Member of a GroupA-AwardBuy1,405--198,226
Apr 03, 2024RANKIN THOMAS Tdirector, other Member of a GroupA-AwardBuy1,405--198,226
Apr 03, 2024RANKIN ALFRED M ET ALdirector, other Member of a GroupA-AwardBuy1,916--416,983
Apr 03, 2024RANKIN VICTOIRE Gother Member of a GroupA-AwardBuy1,916--416,983
Apr 03, 2024Miller Michael Sidneydirector-A-AwardBuy1,405--44,148
Apr 03, 2024LABARRE DENNIS Wdirector-A-AwardBuy1,405--59,743
Apr 03, 2024Jumper John Pdirector-A-AwardBuy1,405--42,074
Apr 03, 2024Furlow Paul Dwinelledirector-A-AwardBuy1,405--60,276
Apr 03, 2024BUTLER HELEN RANKINother Member of a GroupA-AwardBuy1,405--171,575
Apr 03, 2024BUTLER JOHN C JRdirector, other Member of a GroupA-AwardBuy1,405--171,575
Apr 03, 2024BELGYA MARK Rdirector-A-AwardBuy1,405--42,074
Mar 12, 2024Williams Margo J.V.other Member of a GroupJ-OtherBuy19,150--19,150
Mar 12, 2024Williams Helen Charlesother Member of a GroupJ-OtherBuy21,900--21,900
Mar 12, 2024WILLIAMS DAVID Bother Member of a GroupJ-OtherBuy137,378--137,378
Mar 12, 2024WILLIAMS DAVID Bother Member of a GroupJ-OtherBuy60,254--60,254
Mar 12, 2024WILLIAMS DAVID Bother Member of a GroupJ-OtherBuy21,900--21,900
Mar 12, 2024WILLIAMS DAVID Bother Member of a GroupJ-OtherBuy20,096--20,096

Hamilton Beach Brands Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 202414--
Q1 202418644650.00%
Q4 202315--
Q3 2023239141707.14%
Q2 202317--
Q1 2023185360.00%
Q4 202210656189.29%
Q3 202214--
Q2 2022299136219.85%
Q1 202221--
Q4 20218110775.70%
Q3 202114--
Q2 202118--
Q1 202115772242.86%
Q4 202011611799.15%
Q3 202027--
Q2 202016--
Q1 2020333279119.35%
Q4 2019125124100.81%
Q3 201920--

14 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Hamilton Beach Brands's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024---
Q1 2024---
Q4 20231--
Q3 20233--
Q2 20233--
Q1 2023---
Q4 2022---
Q3 2022---
Q2 20221--
Q1 20223--
Q4 2021---
Q3 2021---
Q2 20212--
Q1 202113671942.86%
Q4 2020128150.00%
Q3 2020---
Q2 2020---
Q1 2020---
Q4 2019---
Q3 20193--

As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Hamilton Beach Brands's stocks.

Hamilton Beach Brands Peer Ownership


TickerCompany
MBCMasterBrand, Inc.
BSETBassett Furniture Industries, Incorporated
NTZNatuzzi S.p.A.
LZBLa-Z-Boy Incorporated
FLXSFlexsteel Industries, Inc.

HBB Ownership FAQ


Hamilton Beach Brands is owned by institutional shareholders (31.96%), insiders (37.17%), and public (30.87%). The largest institutional shareholder of Hamilton Beach Brands is AMERIPRISE FINANCIAL INC (5.05% of total shares) and the top mutual fund owner is CORNERCAP GROUP OF FUNDS /VA/ (0.18% of total shares).

Hamilton Beach Brands's major institutional shareholders are AMERIPRISE FINANCIAL INC, VANGUARD GROUP INC, PACIFIC RIDGE CAPITAL PARTNERS, LLC, DIMENSIONAL FUND ADVISORS LP, and THIRD AVENUE MANAGEMENT LLC. The top five shareholders own together 15.41% of the company's share outstanding.

As of Mar 2024, there are 75 institutional shareholders of Hamilton Beach Brands.

AMERIPRISE FINANCIAL INC owns 708.24K shares of Hamilton Beach Brands, representing 5.05% of the company's total shares outstanding, valued at $17.25M (as of Mar 2024).

As of Mar 2024, VANGUARD GROUP INC holds 408.66K shares of Hamilton Beach Brands (HBB), compromising 2.91% of the company, valued at $9.95M.

PACIFIC RIDGE CAPITAL PARTNERS, LLC is the third largest holder of Hamilton Beach Brands. The company owns 382.25K of the company's shares outstanding (worth $9.31M).